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Find Top Financial Advisors in Virginia

Q: How do I find a verified financial advisor in Virginia?

To find a verified financial advisor in Virginia, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors who meet your specific needs. Additionally, conduct thorough research through respected regulatory bodies like FINRA and the SEC to carefully evaluate each advisor's area of expertise, experience, credentials, and background before making a decision. For further information on how to find a verified financial advisor, you can refer to our guide on using BrokerCheck.

Q: Are there any specific certifications or credentials that financial advisors in Virginia should have?

Yes, financial advisors in Virginia should ideally possess certifications or credentials that demonstrate their expertise and credibility. When searching for a financial advisor in Virginia, it is important to look for advisors who hold relevant certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultants (ChFC), etc. These designations demonstrate a certain level of expertise and commitment to professional and ethical standards. Additionally, consider their educational background, years of experience, and any specialized training or knowledge in areas that align with your financial goals. To further explore the various qualifications an advisor can hold, read more about advisor designations.

Q: How do I find a verified financial advisor in Virginia through WiserAdvisor?

To find a verified financial advisor in Virginia through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Virginia. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.

Q: Can I get personalized financial advice tailored to my situation from an advisor in Virginia?

Yes, it is common for financial advisors in Virginia to provide personalized financial advice tailored to your specific financial goals, risk tolerance, and circumstances. After analyzing your current financial situation, they can develop a customized plan to help you achieve your objectives. By working closely with you, a financial advisor can provide personalized recommendations and strategies that align with your needs and aspirations. To learn more, read about the benefits of working with a financial advisor.

Q: How do I ensure that a financial advisor in Virginia is trustworthy and reliable?

To ensure the trustworthiness and reliability of a financial advisor in Virginia, you can start by prioritizing those who are registered with respected regulatory organizations such as the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. Furthermore, it is beneficial to seek referrals from trusted friends and family. For a convenient and reliable option, we recommend using the free financial advisor match tool that helps you to connect with pre-screened and vetted advisors specifically matched to your financial goals.

Q: What services can I expect from a financial advisor in Virginia?

You can expect financial advisors in Virginia to offer a wide range of financial services including retirement planning, investment management, wealth management, estate planning, and more. By understanding your individual goals and financial situation, they can assist you in crafting a personalized financial plan and provide ongoing support as your needs evolve. By clicking on the "View full profile" button of any vetted financial advisor listed on our Virginia directory, you can access detailed information about an advisor's services, fees, credentials, and more.

Q: Are there any online tools or resources available to help me search for financial advisors in Virginia?

Yes, there are several online tools and resources that can assist you in searching for financial advisors in Virginia. We recommend using the WiserAdvisor online directory for the state of Virginia to begin your search. Additionally, you may use our free match tool to connect with 2-3 vetted financial advisors matched to your specific financial needs and objectives. Other tools include respected regulatory organizations like the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also use the FINRA BrokerCheck tool to conduct further research on their credentials and perform thorough background checks into an advisor's track record. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.

Q: How do I know if a financial advisor in Virginia specializes in areas that are relevant to my financial goals?

To determine if a financial advisor in Virginia specializes in areas relevant to your financial goals, it is best practice to review their financial credentials and certifications. Financial advisors listed on our directory for the state of Virginia specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. To identify an advisor's particular area of specialization, simply click the "View full profile" button next to any vetted financial advisor listed in our directory. Here you can access detailed information about an advisor's services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to verify the specific services offered by the advisor.

Q: Can I read reviews or testimonials from other clients who have worked with financial advisors in Virginia?

Yes, reading reviews or testimonials from other clients who have worked with a financial advisor in Virginia can be helpful when choosing a financial advisor best suited for your goals. You may also want to consider your specific financial needs, conduct thorough background checks, look for relevant credentials, and research advisor's fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Virginia.

Q: What is the average cost or fee structure for financial advisors in Virginia?

The average cost or fee structure for financial advisors in Virginia can vary depending on a variety of factors, such as the advisor's experience, the complexity of your financial situation, and the level of service you require. Some advisors can charge fee-only based on a percentage of assets under management, or a flat fee for specific services. Alternatively, some advisors use a combination of commissions and fees or solely earn commission by selling financial products. It's important to understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.

Virginia is a state located in the eastern region of the United States with a population of over 8.5 million people and a relatively high cost of living. Residents of this state therefore can benefit greatly by using the professional services of an experienced and certified financial advisor to make the most of their hard-earned money.

WiserAdvisor's directory of vetted fiduciary advisors and advisory firms is an excellent place to start your search for a trustworthy advisor that would be best suited to provide you with the personalized advice that you seek.

Why use our directory to search for financial advisors?

Our directory provides a list of top-ranked financial advisors and advisory firms, including independent financial advisors, investment advisors, fee-only financial advisors, and more.
Each advisor listing contains detailed information about their credentials, experience, and areas of expertise, allowing you to make an informed decision.
We have already done the research, making the search process stress-free. The vetted financial advisors in our directory have experience creating personalized financial strategies tailored to Virginia residents's specific needs and goals.

How To Find Trusted Financial Advisors in Virginia

Virginia has 10 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Virginia have an average of 26 years of experience.

NOTE: The list of vetted financial advisors in Virginia mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Virginia.

Qualified Financial Advisors in Virginia

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Bob HowardPrudential1919 Gallows Road Suite 1000Vienna, VA 22182 20 W Market Street, Suite #1Leesburg, VA 20176	Not Disclosed	Not Specified	Not Specified	Not Specified
Bryan BeattyAccredited Investment Fiduciary® (AIF), CFP®Egan, Berger and Weiner, LLC1919 Gallows Rd, Suite 980Vienna, VA 22043	31 Years	$800,000,000	$0	Fee-Based
Daniel R. HillCFP^®, AIF^®Hill Wealth Strategies10800 Midlothian TurnpikeRichmond, VA 23235	25 Years	Not Specified	$100,000	Fee-Only
Edelman Financial Engines, LLC4000 Legato RoadFairfax, VA 22033 1800 Diagonal RoadAlexandria, VA 22314 19775 Belmont Executive PlazaAshburn, VA 20147 1750 Tysons BoulevardTysons Corner, VA 22102	Not Disclosed	$270,770,414,647	Not Specified	Fee-Only
Roshan LounganiCFP^®, CRPC^®Arete Wealth Management, LLC8500 Leesburg Pike, Suite 210Vienna, VA 22182	22 Years	$50,000,000	$250,000	Fee-Based
Skip ThompsonPrudential1919 Gallows Road Suite 1000Vienna, VA 22182	Not Disclosed	Not Specified	Not Specified	Not Specified

Financial Advisor

Bob HowardPrudential

1919 Gallows Road Suite 1000Vienna, VA 22182

20 W Market Street, Suite #1Leesburg, VA 20176

ExperienceNot Disclosed

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureNot Specified

Financial Advisor

Bryan BeattyAccredited Investment Fiduciary® (AIF), CFP®Egan, Berger and Weiner, LLC1919 Gallows Rd, Suite 980Vienna, VA 22043

Experience31 Years

AUM$800,000,000

Minimum Assets$0

Fee StructureFee-Based

Financial Advisor

Daniel R. HillCFP^®, AIF^®Hill Wealth Strategies10800 Midlothian TurnpikeRichmond, VA 23235

Experience25 Years

AUMNot Specified

Minimum Assets$100,000

Fee StructureFee-Only

Financial Advisor

Edelman Financial Engines, LLC

4000 Legato RoadFairfax, VA 22033

1800 Diagonal RoadAlexandria, VA 22314

19775 Belmont Executive PlazaAshburn, VA 20147

1750 Tysons BoulevardTysons Corner, VA 22102

ExperienceNot Disclosed

AUM$270,770,414,647

Minimum AssetsNot Specified

Fee StructureFee-Only

Financial Advisor

Roshan LounganiCFP^®, CRPC^®Arete Wealth Management, LLC8500 Leesburg Pike, Suite 210Vienna, VA 22182

Experience22 Years

AUM$50,000,000

Minimum Assets$250,000

Fee StructureFee-Based

Financial Advisor

Skip ThompsonPrudential1919 Gallows Road Suite 1000Vienna, VA 22182

ExperienceNot Disclosed

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureNot Specified

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Information on Qualified Financial Advisors in Virginia

VETTED

Bob Howard

Prudential

About Bob Howard

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Bob Howard.

About Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

Qualifications

CRD# 2621872 Firm CRD# 8733Series 6, 7, 24, 63, 66

Compensation/Fee

Office Locations

1919 Gallows Road Suite 1000,Vienna,VA 22182Phone Number703-245-5027

20 W Market Street, Suite #1,Leesburg,VA 20176Phone Number703-307-2899

VETTED

Bryan BeattyAccredited Investment Fiduciary® (AIF), CFP®

Egan, Berger and Weiner, LLC

About Bryan Beatty

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC

23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society.

CERTIFIED FINANCIAL PLANNER^™ Practitioner

Active member of the Financial Planning Association, Executive Board Member, Treasurer

An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.

About Egan, Berger and Weiner, LLC

Associates of Egan, Berger & Weiner, LLC focuses on financial planning and coaching. We guide our clients to their dreams by skillfully navigating them through the myriad of life's financial decisions. We foster an environment for our team where they will achieve competitive greatness in their careers while simultaneously realizing their personal aspirations.

Qualifications

CRD# 2207998 Firm CRD# 105644Series 6, 7, 26, 63, 65

Compensation/Fee

Fee-Based, Based on Assets

Office Location

1919 Gallows Rd, Suite 980,Vienna,VA 22043

Phone Number

703-506-0843

VETTED

Daniel R. HillCFP^®, AIF^®

Hill Wealth Strategies

About Daniel R. Hill

Dan Hill is now entering his twenty-fifth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses.

Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Dan, and his wife, Susan, reside in Williamsburg, VA. Both of their sons, Derek, and Brett and his wife Sarah and their one year old daughter Landon, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.

About Hill Wealth Strategies

In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, Hill Wealth Strategies, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.

Qualifications

CRD# 3188300 Firm CRD# 149511Series 65

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Office Location

10800 Midlothian Turnpike,Suite 154,Richmond,VA 23235

Phone Number

757-603-0323

VETTED

Edelman Financial Engines, LLC

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Qualifications

Firm CRD# 104510

Compensation/Fee

Fee-Only, Based on Assets

Office Locations

4000 Legato Road,8th Floor,Fairfax,VA 22033Phone Number877-208-7414

1800 Diagonal Road,Suite 480,Alexandria,VA 22314Phone Number877-208-7414

19775 Belmont Executive Plaza,Suite 530,Ashburn,VA 20147Phone Number877-208-7414

1750 Tysons Boulevard,Suite 1140,Tysons Corner,VA 22102Phone Number877-208-7414

VETTED

Roshan LounganiCFP^®, CRPC^®

Arete Wealth Management, LLC

About Roshan Loungani

Roshan serves as a wealth advisor and partner at Arete Wealth Management. He joined Arete in 2008 and became the firm's first advisor in the position of retirement planning specialist, where he is truly in his element helping clients take control of their financial future.

Roshan has earned both a Certified Financial Planner^™ (CFP^®) and a Chartered Retirement Planning Counselor (CRPC^®) designations, awarded by the College for Financial Planning.

Roshan produces an informative podcast called The Retirement Lifestyle Show with Arete Wealth Advisors Erik Olson and Adrian Nicholson. The show explores a variety of retirement matters relevant to listeners navigating the path to the ideal retirement.

Roshan resides in Oak Hill, Virginia with his wife and three children. He spends most of this free time playing with his children and escorting them to various activities. He also makes time to work out and he enjoys listening to music in his downtime.

About Arete Wealth Management, LLC

As an Arete client, you will experience an unparalleled commitment to your financial success that we are uniquely qualified to provide. Each element of our company's structure and lines of business are strategic - from our small size and independence, to our experienced top tier advisors, to the breadth and uniqueness of our investment product offerings. You will not find another wealth management firm that can offer a similar value proposition.

Our Services

Our core services are comprehensive financial planning, asset management and investment banking. We provide these services to individuals, businesses, foundations, nonprofit organizations and their endowments.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Qualifications

CRD# 4256993 Firm CRD# 44856Series 7, 66

Compensation/Fee

Fee-Based, Based on Assets

Office Location

8500 Leesburg Pike, Suite 210,Vienna,VA 22182

Phone Number

202-536-4468

VETTED

Skip Thompson

Prudential

About Skip Thompson

About Prudential

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications

CRD# 6519243 Firm CRD# 8733Series 6, 7, 24, 63, 66

Compensation/Fee

Office Location

1919 Gallows Road Suite 1000,Vienna,VA 22182

Phone Number

703-623-1364

WiserAdvisor Reviews

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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Top Financial Advisory Firms in Virginia

Virginia is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Virginia are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Virginia, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


SANDS CAPITAL MANAGEMENT, LLCArlington, VA	181	354	$45,003,485,534	A percentage of AUM, Performance Based
INVESTURE, LLCCharlottesville, VA	47	53	$32,231,415,180	A percentage of AUM, Performance Based
STRATEGIC INVESTMENT MANAGEMENT, LLCArlington, VA	99	84	$26,988,658,396	A percentage of AUM, Fixed fees, Performance Based
VEST FINANCIAL LLCMclean, VA	27	94	$24,381,015,458	A percentage of AUM
THOMPSON SIEGEL & WALMSLEY LLCRichmond, VA	68	4775	$20,812,400,000	A percentage of AUM, Performance Based
CORNERSTONE PARTNERSCharlottesville, VA	30	22	$20,033,497,535	A percentage of AUM, Performance Based
DAVENPORT & COMPANY LLCRichmond, VA	494	20878	$19,332,677,961	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)
THE LONDON COMPANY OF VIRGINIARichmond, VA	53	7987	$15,615,206,587	A percentage of AUM, Performance Based
AKRE CAPITAL MANAGEMENT, LLCMiddleburg, VA	12	268	$14,784,344,321	A percentage of AUM, Performance Based
MASON INVESTMENT ADVISORY SERVICES INCReston, VA	79	1027	$12,155,269,613	A percentage of AUM, Fixed fees
AGINCOURT CAPITAL MANAGEMENT, LLCRichmond, VA	17	396	$8,988,905,427	A percentage of AUM, Performance Based
HOMESTEAD ADVISERS CORP.Arlington, VA	41	20	$7,208,407,391	A percentage of AUM, Other (COST REIMBURSABLE.)
CARY STREET PARTNERSRichmond, VA	144	12547	$6,977,336,124	A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)
BROWN ADVISORYNorfolk, VA	40	1767	$6,878,164,648	A percentage of AUM, Fixed fees, Performance Based
EJF CAPITAL LLCArlington, VA	46	236	$6,809,997,877	A percentage of AUM, Performance Based, Other (PLATFORM FEES)

Firm Name

SANDS CAPITAL MANAGEMENT, LLCArlington, VA

No. of Advisors181

AUM$45,003,485,534

No. of Clients354

Fee StructureA percentage of AUM, Performance Based

Firm Name

INVESTURE, LLCCharlottesville, VA

No. of Advisors47

AUM$32,231,415,180

No. of Clients53

Fee StructureA percentage of AUM, Performance Based

Firm Name

STRATEGIC INVESTMENT MANAGEMENT, LLCArlington, VA

No. of Advisors99

AUM$26,988,658,396

No. of Clients84

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

VEST FINANCIAL LLCMclean, VA

No. of Advisors27

AUM$24,381,015,458

No. of Clients94

Fee StructureA percentage of AUM

Firm Name

THOMPSON SIEGEL & WALMSLEY LLCRichmond, VA

No. of Advisors68

AUM$20,812,400,000

No. of Clients4775

Fee StructureA percentage of AUM, Performance Based

Firm Name

CORNERSTONE PARTNERSCharlottesville, VA

No. of Advisors30

AUM$20,033,497,535

No. of Clients22

Fee StructureA percentage of AUM, Performance Based

Firm Name

DAVENPORT & COMPANY LLCRichmond, VA

No. of Advisors494

AUM$19,332,677,961

No. of Clients20878

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)

Firm Name

THE LONDON COMPANY OF VIRGINIARichmond, VA

No. of Advisors53

AUM$15,615,206,587

No. of Clients7987

Fee StructureA percentage of AUM, Performance Based

Firm Name

AKRE CAPITAL MANAGEMENT, LLCMiddleburg, VA

No. of Advisors12

AUM$14,784,344,321

No. of Clients268

Fee StructureA percentage of AUM, Performance Based

Firm Name

MASON INVESTMENT ADVISORY SERVICES INCReston, VA

No. of Advisors79

AUM$12,155,269,613

No. of Clients1027

Fee StructureA percentage of AUM, Fixed fees

Firm Name

AGINCOURT CAPITAL MANAGEMENT, LLCRichmond, VA

No. of Advisors17

AUM$8,988,905,427

No. of Clients396

Fee StructureA percentage of AUM, Performance Based

Firm Name

HOMESTEAD ADVISERS CORP.Arlington, VA

No. of Advisors41

AUM$7,208,407,391

No. of Clients20

Fee StructureA percentage of AUM, Other (COST REIMBURSABLE.)

Firm Name

CARY STREET PARTNERSRichmond, VA

No. of Advisors144

AUM$6,977,336,124

No. of Clients12547

Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH CERTAIN THIRD PARTIES)

Firm Name

BROWN ADVISORYNorfolk, VA

No. of Advisors40

AUM$6,878,164,648

No. of Clients1767

Fee StructureA percentage of AUM, Fixed fees, Performance Based

Firm Name

EJF CAPITAL LLCArlington, VA

No. of Advisors46

AUM$6,809,997,877

No. of Clients236

Fee StructureA percentage of AUM, Performance Based, Other (PLATFORM FEES)

Frequently Asked Questions

How do I find a verified financial advisor in Virginia?

Are there any specific certifications or credentials that financial advisors in Virginia should have?

How do I find a verified financial advisor in Virginia through WiserAdvisor?

Can I get personalized financial advice tailored to my situation from an advisor in Virginia?

How do I ensure that a financial advisor in Virginia is trustworthy and reliable?